Keystone Financial Services (Nebraska)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.03M	Sell	152,176 -7,436	-5%	-$197K	3.06%	12
2025 Q1	$4.46M	Buy	159,612 +8,360	+6%	+$234K	3.78%	8
2024 Q4	$4.13M	Buy	+151,252	New	+$4.13M	3.79%	7